Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 13 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| NEXTNAV INC. | 9,745,600 | reported | 21 Nov 2025 | tx 16+1,156,657−604,000 |
| Digital Music Group, Inc. | 2,709,376 | reported | 29 Jul 2010 | tx 1+100 |
| NII HOLDINGS INC | 1,265,147 | reported | 19 Dec 2019 | tx 7+2,418,265−5,000,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 Nov 2025 | PURCHASE | NEXTNAV INC. | 58,457 | 11.86 USD | first after silence |
| 13 Nov 2025 | SALE | NEXTNAV INC. | 60,000 | 12.35 USD | |
| 13 Nov 2025 | SALE | NEXTNAV INC. | 540,000 | 12.35 USD | |
| 14 Nov 2025 | SALE | NEXTNAV INC. | 4,000 | 2.10 USD | deriv |
| 20 Jun 2024 | PURCHASE | NEXTNAV INC. | 81,450 | 7.30 USD | |
| 24 Jun 2024 | PURCHASE | NEXTNAV INC. | 74,600 | 7.83 USD | |
| 20 Jun 2024 | PURCHASE | NEXTNAV INC. | 18,100 | 7.30 USD | |
| 21 Jun 2024 | PURCHASE | NEXTNAV INC. | 5,300 | 7.42 USD | |
| 24 Jun 2024 | PURCHASE | NEXTNAV INC. | 6,600 | 7.83 USD | |
| 21 Jun 2024 | PURCHASE | NEXTNAV INC. | 44,150 | 7.42 USD | |
| 21 Jun 2024 | PURCHASE | NEXTNAV INC. | 3,550 | 7.42 USD | |
| 20 Jun 2024 | PURCHASE | NEXTNAV INC. | 81,450 | 7.30 USD | |
| 18 Mar 2024 | PURCHASE | NEXTNAV INC. | 183,000 | 4.52 USD | |
| 18 Mar 2024 | PURCHASE | NEXTNAV INC. | 300,000 | 4.52 USD | |
| 22 Jan 2024 | PURCHASE | NEXTNAV INC. | 150,000 | 3.96 USD | |
| 19 Jan 2024 | PURCHASE | NEXTNAV INC. | 150,000 | 3.86 USD | first after silence |
| 19 Dec 2019 | SALE | NII HOLDINGS INC | 5,000,000 | 2.15 USD | |
| 19 Dec 2019 | SALE | NII HOLDINGS INC | 1,000,000 | 2.15 USD | |
| 30 Nov 2018 | OTHER | NII HOLDINGS INC | 96,986 | 0.00 USD | |
| 26 Feb 2018 | PURCHASE | NII HOLDINGS INC | 1,000,000 | 1.06 USD | |
| 23 Feb 2018 | PURCHASE | NII HOLDINGS INC | 265,147 | 0.70 USD | |
| 08 Jan 2018 | PURCHASE | NII HOLDINGS INC | 28,066 | 0.52 USD | anomaly |
| 08 Jan 2018 | PURCHASE | NII HOLDINGS INC | 28,066 | 0.52 USD | anomaly |
| 29 Jul 2010 | OTHER | Digital Music Group, Inc. | 100 | 2.05 USD |
2 purchases reported after at least 12 months of silence — most recent on 21 Nov 2025.